INCOME

What was the name of your main Occupation during the 2018 Financial Year?

How many employers did you work for in 2018 Financial Year?

Did you receive any Allowances, tips, directors fees etc that are not shown on your Payment Summaries?

Yes

No

Did you receive any government allowance, benefit or pension?

Yes

No

Did you receive any interest or dividend income?

Yes

No

Did you receive money from a Trust, Partnership or Managed Fund?

Yes

No

If you selected "yes" in the above question, please attach a copy of the statement.

If we complete your Business Accounts we will have a copy of this information.

Do you own any rental properties?

Yes

No

If your selected "yes" in the previous question, please attach details of Rent received and all Expenses.

Do you receive any income from overseas?

Yes

No

Did you sell or dispose of any assets (eg: shares or property)?

Yes

No

If you selected "yes" in the previous question, please attach the Purchase and Sale documents.

Did you receive income from any other source?

Yes

No

If you selected "yes" in the previous question, please attach the relevant supporting documentation to the end of this checklist.

EXPENSES

Do you have written evidence for all expense claims over $300?

Yes

No

Did you use your own car for work or business?

Please note that travel between home and your place of work does not count as a 'business expense'.

Yes

No

Did you have any work related Travel expenses?

Yes

No

Did you have any work related Clothing, Laundry and Dry Cleaning expenses?

Yes

No

Did you have any work related Self Education expenses?

Yes

No

If you selected "yes" in the previous question, please attach supporting documentation.

Did you have any other work related expenses not mentioned above?

Yes

No

If you selected "yes" in the previous question, please attach supporting documentation.

Did you purchase any assets that were individually valued at less than $1000 each?

Yes

No

If you selected "yes" in the previous question, please attach the supporting documentation.

Did you pay interest on a loan used to buy an investment?

Yes

No

If you selected "yes" in the previous question, please attach the Loan Statements for the financial year.

Did you make any gifts or donations?

Yes

No

If you selected "yes" in the previous question, please attach supporting documentation.

Did you have a HECS/HELP debt?

Yes

No

Did you pay an income protection insurance premium outside of your superannuation fund?

Yes

No

If you selected "yes" in the previous question, please attach supporting documentation.

Did you buy any assets that might be subject to Capital Gains Tax? E.g. Shares, Land, Units, Properties.

Yes

No

TAX REBATES

Do you have a Private Health Insurance Fund?

Yes

No

Were you married or in a de facto relationship at any time during the year?

Yes

No

Do you have dependents?

Yes

No

Did you make any super contributions for yourself or your spouse?

Yes

No

Was your usual place of residence in a remote location?

From 1 July 2015, eligibility for the zone offset is based on your usual place of residence. If your usual place of residence was not in a zone, you are not eligible for the zone tax offset. Certain types of workers are likely to be affected, for example, fly-in-fly-out workers.

Yes

No

Did you spend more than $2,333 (net of refunds) on medical expenses for disability aids, attendant care or aged care?

You can only claim this offset if you had expenses that relate to disability aids, attendant care or aged care. Disability aids are items of property manufactured as, or generally recognised to be, an aid to the functional capacity of a person with a disability but, generally, will not include ordinary household or commercial appliances. Attendant care expenses relate to services and care provided to a person with certain disabilities to assist with everyday living, such as the provision of personal assistance, home nursing, home maintenance, and domestic services to a person who is blind or permanently confined to bed or a wheelchair. Aged care expenses relate to services and accommodation provided by an approved aged care provider to a person who is a care recipient or continuing care recipient within the meaning of the Aged Care Act 1997.

Yes

No

Did you pay Child Support?

Yes

No

OTHER

Is there any other information we should be aware of?*

Yes

No

If you selected "yes" in the previous question, please elaborate below.

Client Testimonials

Len and his team at Link Accounting have been looking after my personal and business taxation and finances for nearly 10 years. His professionalism, service and dedication to me as a client is what keeps me coming back, and why I have no hesitation to recommend him to my all of my colleagues.

He and his team made it so easy to set up my trusts, and look after all my taxation needs, making it far easier for me to concentrate on growing my business rather than worrying about endless paperwork.

I am always made to feel welcome and appreciated, and they always have the answers to my questions. I look forward too another 10 years with Link Accounting.

As our business has grown, so have our accounting needs. When we outgrew our previous accountant a few years ago, we changed to Link Accounting and have found their service to be friendly, professional and very efficient. Most importantly Link has taken a proactive approach towards not only to our business but also to my personal finances. Link’s comprehensive service has been extremely helpful in allowing me to make and execute better informed financial and investment decisions.

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Link Accounting & Business Solutions specialises in providing professional accounting services and sound business advice for small to medium-sized businesses, making us one of the leading accounting firms Perth has to offer. We’ve established ourselves in Canning Vale and Kelmscott WA over the past 18 years, and are trusted in providing our clients with our expertise.